Invesco S&p 500 Low Volatility Etf shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Invesco S&p 500 Low Volatility Etf (SPLV) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Invesco S&p 500 Low Volatility Etf
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Quarterly reported holdings in Invesco S&p 500 Low Volatility Etf by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $363k | 5.8k | 62.81 |
| 2023-03-31 | $363k | 5.7k | 63.90 |
| 2022-12-31 | $363k | 5.7k | 63.90 |
| 2022-09-30 | $328k | 5.7k | 57.78 |
| 2022-06-30 | $399k | 6.4k | 61.98 |
| 2022-03-31 | $466k | 6.9k | 67.15 |
| 2021-12-31 | $667k | 9.7k | 68.66 |
| 2021-09-30 | $641k | 11k | 60.80 |
| 2021-06-30 | $642k | 11k | 60.90 |
| 2021-03-31 | $634k | 11k | 58.18 |
| 2020-12-31 | $1.2M | 21k | 56.24 |
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